Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Growth Fund Of Amer R Mutual Fund in their Schedule of Assets, totaling $519K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VALUE ADDED SOLUTIONS, INC. VALUE ADDED SOLUTIONS, INC. 401(K) PLAN | AIKEN SC | 177 | $10.7M | $317K |
| 2 | EXENCIAL WEALTH ADVISORS EXENCIAL WEALTH ADVISORS 401(K) PLAN | OKLAHOMA CITY OK | 115 | $7.9M | $202K |
